HubSpot Audit: Understand the Health of Your HubSpot Portal
If you're already using HubSpot, this is an opportunity to take a closer look at how your portal is performing. Our complimentary audit offers a comprehensive review of your CRM setup, helping you identify areas that may be holding your team back and providing guidance on how to improve them.
This audit is open to current HubSpot customers for a limited time. It includes a private summary page with actionable insights, followed by a consultation call to discuss the findings.
Let us help you make sense of your data and shape a more efficient, scalable CRM.
Fill out the form below to unlock your free audit.
What's included in the audit?
- Data Quality Review
Identification of duplicates, formatting issues, invalid or outdated email addresses, unused and underused properties, and possible property overlap. - CRM Structure and Data Model
Assessment of how your objects and properties are organised, including relationships between contacts, companies, deals, and custom objects. - Workflows and Automation
Review of active workflows to uncover logic conflicts, performance gaps, and opportunities for improvement or simplification. - Usage and Adoption
Evaluation of user activity and adoption across teams, highlighting tools that may be underused or misaligned with current processes. - Data Governance and Hygiene
Analysis of how your data is maintained, monitored, and segmented, including recommendations for better structure and long-term quality. - Integrations and Sync Health
Review of connected apps, sync issues, integration failures, and risks associated with third-party tools. - Product Usage and New Features
Identification of valuable HubSpot tools and AI features not yet in use, including updates that could offer quick wins for your team.
Get Started
This is a hands-on review led by our RevOps specialists, with a strong focus on data structure, governance, and CRM efficiency. To carry out the audit, we’ll request secure access to your portal and offer an NDA for full transparency and peace of mind. Please ensure to request yours if needed.
This audit is powered by furballAudit, part of our in-house data quality platform, furball. Already used across client portals, furballAudit identifies duplicates, formatting issues, unused properties, and hidden data risks — giving you clarity and confidence from day one. Want access to the whole platform when it launches? Join the furball waitlist today.
Beyond the Audit
This audit is designed to provide more than just a one-time review—it’s a strategic starting point. Whether you're still early in your HubSpot journey or managing a mature portal, the insights gathered here can lead directly into the next phase of growth.
For some businesses, that means refining existing workflows and strengthening data governance. For others, it may signal the need for a full-scale implementation, process redesign, or long-term optimisation. Either way, the audit helps uncover what your business needs most right now—so you can take the next step with clarity.
With experience across Marketing, Sales, Service, Operations, and Content Hubs—as well as integrations, automation, and advanced CRM strategy—Cat Media is built for businesses that want to scale with confidence, not complexity.
Why Cat Media?
At Cat Media, we don’t just offer services—we act as your strategic growth partner. As a certified HubSpot Solutions Partner with deep expertise in data architecture, RevOps, and complex platform implementations, we’re here to guide your journey long after onboarding is complete.
Our team specialises in aligning technology with real business outcomes. We work closely with both your internal teams and the HubSpot sales organisation to ensure you invest in the right tools, configure them effectively, and continue improving as your business evolves.
Enterprise-Level Expertise
We’ve worked with some of the most complex HubSpot setups across sectors, bringing clarity and structure to high-volume data, intricate processes, and demanding team structures. Our deep technical knowledge ensures your portal is built to scale—with governance, automation, and performance in mind.
Tailored Journey
No two businesses use HubSpot the same way, which is why our audits and solutions are never off-the-shelf. We take the time to understand your specific challenges, systems, and goals, so that every recommendation is grounded in real business context—and designed to deliver long-term value.
Exclusive Content
Celebrating furball Lauch
To mark the upcoming launch of our data quality platform furball, we’re giving away a pair of Cat Media-branded Apple AirPods 4. Submit your free HubSpot audit request by 10 June 2025 and you’ll be automatically entered. It’s our way of celebrating smarter data — and helping you get there faster.
Ready to see what’s under the hood?
Request your complimentary audit and let us show you what’s working, what’s not, and what’s possible.